Interpret the Revenue report
Starting in Versai v5.0.0.x, the new Revenue report (a/k/a Revenue by Payment or General Ledger Account) replaces the old Revenue by General Ledger report, Payment Listing for Admissions report, and P ...
Implement revised totals on Invoice templates – v5.0.0+
Versai v5.0.0.1 and higher contains changes to calculations on Invoice templates that will make certain data fields no longer work. If you see an error message stating 'Invalid Expression Term' when p ...
Differentiate between available name fields on reports, exports, letters
Jump to: Full Name, Letter Block, Address Block Salutation and Recognition Name Name on Card Differentiate between available name fields on reports, exports, letters Versai provides several ...
Set Up General Ledger Accounts
Jump to: Admissions/Attendance Gift Shop/Café/Gallery/Retail Membership Development Special Accounts like Liabilities and Receivables Admissions/Attendance General Ledger Account Numbers ...
Query names of all Campaigns and Promotions
If you want to export all your Campaigns or all your Promotions, there isn't a specific report for those that shows only the names without records under them. But you can use a querying script to find ...
Gift Listing report: definitions and uses of Gift Types, especially the 4 for Pledges
Gift Types On the Gift Listing report, under Optional Filters, you can decide which Gift Types to include or exclude. Your options are below, and they correspond to what you select when you enter a ...
Run cumulative giving letters, such as end-of-year donation summaries (i.e. tax deductible letters)
Cumulative giving letters produce one letter per donor with details and total of all that donor's gifts meeting specified criteria within a certain time period. Procedure Development tab > Gift ...
Query members on a certain date
To see a list of patrons with active memberships on a specified day: Versai > Queries & Mailings tab > Custom Queries menu button Click on the Code column header to sort by that column ...
Query Inventory with duplicate names
Versai will not allow you to create a new inventory Item with the name of an already-existing Item. However, you may have some duplicate names from your new-client data conversion or from before the p ...
Write off (account for) damages/losses and in-house/inter-departmental requisitions of inventory
In the attached guide, you can learn about the setup, documenting procedure, and reporting of that inventory removed from your retail store for reasons other than normal sales to customers (i.e. separ ...
Tax report: how it works and why
In the attached guide, read about the complex issues of reporting tax and the ways Versai assists you in meeting these challenges in our guide. Why Sales Tax on Reports Might Not Match Expectations ...
Tax report: sometimes off by a few pennies
In almost all instances of the report being off by a few cents, it is due to rounding. It is important to understand that tax calculated almost never reflects the actual tax rate charged. How you sel ...
Perform physical inventory counts
In the attached guide, you can learn about performing inventory counts. This document describes the options for inventory counts available in Versai, how to handle each type, and everything else you n ...
Item Value & Quantity report: inventory list as of month-end and year-end
Versai's inventory quantity ("on hand" or "in stock") data is a dynamic running tally and is not recorded statically. As part of the month-end closing, print copies (or save PDFs) of your preferred in ...
Troubleshoot report discrepancies
To give you a better understanding of your own reporting data, to identify and begin the process of troubleshooting your issues, we have prepared a basic guide to troubleshooting data issues and repor ...
Attendance by Region report: include Walkup Survey zip codes
This report shows where people are visiting from and (if desired) who visited. It will match other Attendance reports when run using the same parameters. Important: Make sure to check the box 'Includ ...
What does the “BETA” label mean?
"Beta" is a temporary label that means that the feature or report has been vetted and has already gone through alpha testing, and it is now going through beta testing. Alpha testing is internal testin ...
Did you know there are free Training Videos?
Versai has over 50 training videos, covering a large array of basic topics to get you started with Versai. They are available free on the Versai Software YouTube Channel -- subscribe to our channel! V ...
